PLAN TO LIVE
THE EDUCATION MOST PEOPLE NEVER GOT.
THE SUPPORT MOST PEOPLE NEED.
Most people do not have a money problem.
They have a foundation problem.
Plan To Live gives you that foundation.
Every Course Includes:
- 100% asynchronous lessons you can do on your schedule
- Workbooks, calculators, resources
- Live Q&A sessions, plus regular reminders and encouragement by email and mobile
- 90 days of direct support from the Plan To Live team
- Lifetime access to all course materials
MONEY CLARITY SESSIONS
Free Resources to Start Your Financial Journey.
Plan To Live Money Clarity Sessions is a collection of free resources for people new to financial education, curious about Plan To Live, or ready to take one honest look at where they stand with money.
No cost. No commitment. No prior knowledge required.
Money Clarity Session resources meet the same standard as everything else in the Plan To Live program: plain language, real tools, and a clear next step at the end. Each one gives you immediate, practical value and a clearer picture of what financial wellness can look like for you.
Coming soon: Plan To Get Clear. Our first free, on-demand Money Clarity Session. Learn the basics, see simple tools in action, and find your best next step in the Plan To Live Pathway. No pressure. No shame. Just clarity, practical tools, and where to begin.
Whether you are just beginning, returning after a detour, or exploring Plan To Live before committing to a course, a Money Clarity Session is the right place to start.
THE PATHWAY
Start. Prepare. Build. Grow.
Most people were never taught how money actually works. They gathered scattered advice, but never had a clear plan. They are not too far behind. They need the right starting point and sequence. They need a pathway.
The Plan To Live Pathway is a four-course financial wellness program that moves you from confusion to control, then from control to long-term freedom. Each course builds on the last and gives you a practical deliverable to keep.
Plan To Start builds your foundation. You leave with a Personal Money Map.
Plan To Prepare helps protect the life and people your plan supports. You leave with a Preparedness File.
Plan To Build turns income into progress through habits and systems. You leave with a Money Flow System.
Plan To Grow brings retirement, investing, tax efficiency, and long-term wealth into one strategy. You leave with a Freedom Plan.
Most people begin with Plan To Start. All four courses are available individually or through Plan To Live All Access.
SUBSCRIPTION SOLUTION
The Complete Plan To Live Experience.
Some people want a course. Others want the whole journey.
Plan To Live All Access is for the people who are ready to go all in.
Plan To Live All Access is the most complete version of the Plan To Live experience: the foundation, the protection, the system, and the strategy.
All Access is the support, accountability, and resources that turn the course pathway into lasting, measurable change. Built for both Canada and the United States, with parallel guidance throughout, it is best for people who want structure, support, and a complete financial education delivered in one guided, supported experience.
What is included: All four Pathway courses. Bonus workshops. Guest expert sessions. Full access to Plan To Live tools, calculators, and resources. Year-long coaching and support. Community. Live events. And more content added and updated throughout the year.
Everything in one place. One price. One full year to build the financial life you have been putting off.
RESOURCES
Specialized Tools, Calculators, and Resource Kits
Digital and physical resources designed to make life’s important preparations easier to understand, organize, and complete.
From will and power of attorney preparation to emergency planning, family continuity, and practical decision guides, our Resources collection helps you put the right information in the right place before it is urgently needed.
These kits are built to reduce overwhelm, support better conversations, and help you protect the people, responsibilities, and future your financial life is built around.
Simple tools. Clear guidance. More confidence when life asks you to be ready.